SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

SpringVest Wealth Management LLC's Holding History (CIK: 0002058986)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 17,053 Value ($000) $11,629 Avg Close — Range —
Q3 2025
Shares 17,458 Value ($000) $11,630 Avg Close — Range —
Q2 2025
Shares 17,706 Value ($000) $10,970 Avg Close — Range —
Q1 2025
Shares 17,404 Value ($000) $9,765 Avg Close — Range —
Q4 2024
Shares 17,582 Value ($000) $10,339 Avg Close — Range —